Artificial Intelligence Use: A Framework For Determining What Tasks to Outsource To AI [Template].

AI Framework Template for AI Use that includes 1. Task/Goal 2. AI Function 3. Level of Thinking 4. Legal/Ethical 5. Outsource to AI?
This is the first post in a series of five on AI. With any new technology, there are benefits and unintended consequences. Often the negative outcomes happen without thought or planning. We get caught up in the “new shiny object” mesmerized by its “magical capabilities.” That happened with social media. We can’t go back on that technology, but we are in the early stages of AI. In WIRED Rachel Botsman called for frameworks to do more to avoid the negative of tech developments.

Before jumping all in, ask, “What role should AI play in our tasks?”

Just because AI can do something doesn’t mean it is good or it should. AI’s capabilities are both exciting and frightening causing some to be all in and others to be all out. Being strategic takes more nuance. Be intentional about planning the role AI could and should play in your job or business with the AI Use Template below.
AI Framework Template for AI Use
Click the image to download a PDF template.

First, make a list of common tasks and the goal of each.

List tasks you perform in your job, on client projects, or in daily business operations. Then describe the goal of the task. Understanding the goal can help determine the human versus AI value in it. If the goal is to build a personal relationship with a customer or client, AI outsourcing may save time but undermine the task objective.

Recently a university outsourced their commencement speaker to an AI robot. Students started an unsuccessful petition for a speaker who could offer a “human connection.” The AI robot’s speech was described as weird and unmoving. Without any personal anecdotes, The Chronicle of Higher Education reports, “Sophia … delivered an amalgamation of lessons taken from other commencement speakers.”

Second, determine which type of AI Function each task requires.

The six AI functions (Generate, Extract, Summarize, Rewrite, Classify, Answer Questions) are modified from Christopher S. Penn’s AI Use Case Categories. Can the task be performed by one or multiple of these AI functions? If yes, you still want to consider how well AI can perform the function compared to a human and consider benefits that may be lost outsourcing to AI.

In my ad career clients often asked why a certain phrase or benefit was in the ad copy or ad script. Because I wrote it, I could explain it. It could be human insight from research (which AI can summarize), truths from lived experience, or talking with customers. If AI wrote the copy or script it may be missing and I wouldn’t know why AI wrote what it did. If you ask AI it often doesn’t know. Scientists call this the “unknowability” of how AI works.

Third, categorize the level of thinking each task entails.

The six levels of thinking (Remember, Understand, Apply, Analyze, Evaluate, Create) are modified from Oregon State’s Bloom’s Taxonomy Revisited. Bloom’s Taxonomy categorizes levels of thinking in the learning process. It was revisited to consider AI’s role. In each level determine the level of the task and discern AI’s capabilities versus distinctive human skills.

I had a student create a situation analysis of Spotify with ChatGPT. It was good at extracting information, summarizing, and suggesting alternatives (AI Capabilities of the Create Level). It wasn’t good at “Formulating original solutions, incorporating human judgment, and collaborating spontaneously” (Create Level Distinctive Human Skills). GPT’s recommendations lacked the nuanced understanding I’d expect from professionals or students.

Fourth, review the legal and ethical issues of outsourcing to AI.

Does the task require uploading copyrighted material? Are you able to copyright the output (copy/images) to sell to a client or protect it from competitor use? Does your employer or client permit using AI in this way? Are you sharing private or proprietary data (IP)? What’s the human impact? For some AI will take some tasks. For others, it could take their entire job.

Many companies are adding AI restrictions to contracts for agency partners. Samsung and others are restricting certain AI use by employees. There’s concern about performance or customer data uploaded into AI systems training a model competitors could use. Some agencies and companies are developing Closed AI versus Open AI to run local AI storing data on local versus cloud servers. For a summary of main AI legal concerns see “The real costs of ChatGPT” by Mintz.

Fifth, employ human agency to produce desirable results.

We shouldn’t be resigned to undesirable outcomes because AI change is complex and happening quickly. Penn’s TRIPS Framework for AI Outsourcing includes “pleasantness.” The more Time consuming, Repetitive, less Important, less Pleasant tasks that have Sufficient data are better candidates for AI. Don’t give away your human agency. Decide on your own or influence others to save the good stuff for yourself.

A post on X (Twitter) by author Joanna Maciejewska struck a nerve going viral “You know what the biggest problem with pushing all-things-AI is? Wrong Direction. I want AI to do my laundry and dishes so I can do art and writing, not for AI to do my art and writing so that I can do my laundry and dishes.” She later clarified it wasn’t about actual laundry robots, “it’s about wishing that AI focused on taking away those tasks we hate and don’t enjoy instead of trying to take away what we love to do and what makes us human.”

Marketers are getting this message. In a survey of CMOs most are using AI for draft copy and images that are refined by humans. And over 70% are concerned about AI’s impact on creativity and brand voice.

It’s easy to get overwhelmed and afraid of the AI future.

As Tech leaders sprint forward in an AI arms race and regulators woefully lag behind, the rest of us shouldn’t sit back and wait for our world to change. Unlike the Internet and social media, let’s be more intentional. Don’t fall prey to The Tradeoff Fallacy believing that to gain the benefits of AI we must give everything away.

In Co-Intelligence, Ethan Mollick says it’s important to keep the human in the loop. It’s not all-or-nothing. Some warn of a future when we don’t have choices in what role AI plays in our lives. It’s not the future. Today we can choose how to use AI in our professional, educational, and personal lives.

You know your job best, but if you want some help brainstorming tasks to outsource to AI, Paul Roetzer and SmarterX have created a custom GPT. Visit JobsGPT and enter a job title or job description. It uses AI to break down the job into tasks, estimate AI impact, time saved, and provides rationale.

Advocate for a pilot program if your employer is AI hesitant.

Some companies are holding employees back from AI use due to fears and some early adopters are failing to see the value of AI. The CIO of Chevron recently said, “the jury is still out on whether it’s helpful enough to justify the cost.” If you find yourself in a company or organization that is either not allowing AI or skeptical of paying the cost of a CoPilot or ChatGPT license ($20 or $30 per user per month),  Paul Roetzer of the Marketing AI Institute suggests a 90-day pilot program.

Advocate to be part of a pilot program of small groups of employees to test use cases of AI for three months. Use this AI task framework to discover 3-5 of the most valuable. Keep track of the time you spend on each task before and after GPT use. Add up the hours saved each month and multiply by your actual or estimated hourly rate. If it’s more than $30 you have justified the costs. You’ve also become more valuable as you can train other employees in these tasks. Christopher Penn offers a more detailed method to calculate the ROI of AI.

What keeps me hopeful is breaking my job down into tasks and making intentional decisions on what to outsource to AI. Then I can see the time savings for me to focus on higher value aspects of my job. Using this framework allows me to get excited about the possibilities of AI taking over my least favorite or most time consuming tasks. In my next post, I’ll give some specific examples using this framework.

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Are Ethics and Etiquette Outdated in 2024? An Updated Look at My 2016 Social Media Etiquette & Ethics Guide.

It’s a great time for reflection as we look back on last year and forward to 2024. A colleague recently shared on LinkedIn Pew Research Center’s “Striking findings from 2023.” What stood out to me was the significant increase in calls for restricting false information on social media – 55% believe government and 65% believe tech companies should (up from just 39% and 56% in 2018).

In 2022 Pew Research found 65% believe social media makes us more informed on current events, but 85% were concerned with how easily social media can manipulate people with false information.

In 2015, the year the first edition of Social Media Strategy was published social was fairly new. I didn’t have a chapter on law or ethics. A professor asked that I cover law, ethics, and etiquette in the next edition.

I created a Social Media Ethics & Etiquette Guide on this blog in 2016.

In creating the guide I found social media needs a unique approach as it brings our personal, professional, and working lives together in ways mass media could not. Social media is highly interactive, easily scalable, nearly real-time, and blurs the lines between personal and professional.

This is where ethics and etiquette become important. Ethics studies ideas about good and bad behavior and Etiquette is the proper way to behave. Both are important in Professionalism, or the skill, good judgment, and polite behavior expected from a person trained to do a job.

I found it useful to look at actions from three perspectives: Personal (as an individual), Professional (as an employee or perspective employee), and Brand (as a social media manager). I created questions to consider for each category in the 2016 Social Media Etiquette and Ethics Guide.

What to Consider for Personal Posting.

  • Is it all about me? No one likes someone who only talks about themselves.
  • Am I stalking someone? Be driven and persistent but not too aggressive.
  • Am I spamming them? Don’t make everything self-serving.
  • Am I venting or ranting? Don’t post negative comments or gossip. It doesn’t look or feel good.
  • Did I ask before I tagged? People have different comfort levels so check before you tag.
  • Did I read before commenting or sharing? Don’t assume – fully review posts, people, and articles.
  • Am I grateful and respectful? Respond and thank those who engage with you.
  • Is this the right medium for the message? Consider people’s feelings before saying it on social.
  • Am I on the right account? Don’t post personal information on brand accounts.

What To Consider For Professional Posting.

  • Does it meet the social media policy? Know and follow employer or client policy requirements.
  • Does it hurt my company’s reputation? Certain content/behavior may have a negative impact.
  • Does it help my company’s marketing? Have a positive impact and consider employee advocacy.
  • Would my boss/client be happy to see it? Even private accounts are never fully private and could be shared.
  • Am I being open about who I work for? Be transparent about financial connections when sharing opinions.
  • Am I being fair and accurate? Constructive criticism is best and so is opinion backed by evidence.
  • Am I being respectful and not malicious? Don’t post what you wouldn’t say to someone in person.
  • Does it respect intellectual property? Not everything on the internet or social media is free.
  • Is this confidential information? Ensure you don’t disclose nonpublic company or client information.

What to Consider for Brand Posting.

  • Does it speak to my target market? Focus on your target audience’s wants and needs, not yours.
  • Does it add value? Make your content educational, insightful, or entertaining to grab audience interest.
  • Does it fit the social channel? Don’t post content ideal for Twitter/X on Instagram, Reddit or Pinterest.
  • Is it authentic and transparent? Don’t trick people into clicking or hide important relevant information.
  • Is it real and unique? Don’t use canned responses, create spam, or pass off AI content as your own.
  • Is it positive and respectful? Don’t belittle competitors or customers (unless you’re Wendy’s and roasting is your brand).
  • Does it meet codes of conduct? Consider AMA’s, AAAA’s, or PRSA’s Code of Ethics.
  • Does it meet all laws and regulations? See the FTC and other government guides on social media requirements.
  • Does it meet the social media policy? Ensure you follow company and client policy standards.

Do I listen twice as much as I talk? Make sure you fully understand what you’re commenting and posting about.

(Click on the template image to download a PDF)

Are social media ethics and etiquette outdated today?

Much has changed in 7 years, and I sometimes wonder if some of these questions may appear naïve or outdated. After all, clients want results and increasingly studies tell us lies and negativity raise engagement which typically leads to sales.

Research in the journal Science on Twitter/X found falsehoods were 70% more likely to be retweeted/reposted than the truth. Verified truth posts took 6 times longer to reach 1,500 people than verified false posts.

In the journal Nature research found negative words in headlines increased consumption. Each additional negative word increased the click-through rate by 2.3%.

The Wall Street Journal reports companies frequently use fake reviews to sell more products fooling even seasoned shoppers. And it looks like Sports Illustrated may have been publishing AI-generated articles by fake writers to keep up with content and engagement demands.

Are lies and negativity simply the way you do business on social media?

I believe Advertising Hall of Fame member Bill Bernbach would disagree. He understood the power of media and the responsibility of those who create it.

Bernbach said, “All of us who professionally use the mass media are the shapers of society. We can vulgarize that society. We can brutalize it. Or we can help lift it onto a higher level.”

Social media marketing only works if it’s seen as credible.

When we abuse our professions by not following the law, by being unethical, or by not following good etiquette, credibility is lost. Once you lose credibility, people stop listening. If people stop listening, we won’t have a profession.

This past semester a colleague wrote about an ethical situation a student faced. An internship employer wanted social media customer questions and responses to highlight company products as solutions, but they didn’t have any real customer questions.

The possible future employer asked the student to create the questions and fake customers to ask them. The solutions would be real, but the customers and questions would be lies. Is this okay?

Unfortunately, ethical dilemmas aren’t rare. A 2020 survey published in Harvard Business Review found 23% of U.S. employees feel pressure to do things they know are wrong. More witness unethical behavior like rule violations (29%) and lying (27%). Employees describe ethically questionable actions as being specifically demanded of them or implied to meet time pressures, productivity goals, or make the company look better.

Perhaps we need a “we’re lying” disclaimer on social media.

I used to teach a law and ethics course required for students in an advertising program. An example I used in class was the famous Joe Isuzu ads from the late 1980’s and early 2000’s. The brand spokesperson gave false claims about Isuzu’s car and trucks.

The false information was okay because everyone knew he was lying. It was done as a joke with outlandish claims such as the Impulse Turbo was as fast as a speeding bullet (915 mph). The ads even told you in big bold type “Sounds like a lie,” and “He’s lying.” No one truly believed it.

Should we add “we’re lying” to some of our social media content like the Joe Isuzu ads?

Just because you can or because others are doesn’t mean you should.

As a social media professional, we can’t restrict false information on social media. We also don’t control the algorithms that may emphasize negative posts. But we do have a choice to hold ourselves to a higher standard.

What are our professional responsibilities in using social media? If current incentives are to vulgarize and brutalize it, should we follow? Or should we follow Bernbach’s advice and strive to lift it onto a higher level?

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